Create and edit quick create forms

 

Applies To: Dynamics CRM 2013

Quick create forms are new in Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online Fall ‘13 Service Update. For entities that have them, these forms are used when people click the Create button in the navigation bar or when they choose + New when creating a new record from a lookup or sub-grid. Microsoft Dynamics CRM for tablets will use these forms when creating a new record if a quick create form is available. With quick create forms, people can enjoy a streamlined data entry experience with full support for logic defined by form scripts and business rules.

In This Topic

Entities with quick create forms

Create a quick create form

Edit a quick create form

Entities with quick create forms

By default only the following system entities have quick create forms.

Account	Campaign Response	Case	Competitor
Contact	Lead	Opportunity

Although you can create quick create forms for System Activity entities, they do not support quick create forms. Any of the other Updated entities and any custom entities can be enabled to support these forms by selecting Allow Quick Create in the entity definition and creating a quick create form for them. More information: 02ba7668-028c-4886-9f05-9116a605f3c8#BKMK_EnableDisableOptions

You can enable custom activity entities to support quick create forms, and you can create quick create forms for those entities. However, the quick create form for custom activity entities will not be used when people click the Create button on the nav bar. These quick create forms can be used only when people add a new record for a subgrid that displays that specific custom activity entity.

Create a quick create form

Although you can define multiple quick create forms, only one quick create form can be used by everyone. The form everyone will use is set using the form order. Quick create forms cannot be assigned to security roles and they do not provide the capability for the user to switch forms.

Note

The entity must have the Allow Quick Create option enabled for the quick create form to be displayed. More information: 02ba7668-028c-4886-9f05-9116a605f3c8#BKMK_EnableDisableOptions 

To create a quick create form

1. In the Navigation Pane, click or tap Settings > Customization > Customizations. Then click or tap Customize the System.

2. In the solutions explorer, expand the entity that you want and select Forms.

3. Select New > Quick Create Form from the tool bar.

4. Drag any fields from the Field Explorer into the sections in the form.

5. When you are finished, click or tap Save and Close.

6. Publish customizations to see the new form in the application.

Edit a quick create form

While quick create forms support form scripts and business rules, their purpose is different from main forms and they don’t support all the capabilities of main forms. Quick create forms always have one section with three columns. You can’t add additional sections or columns.

The following controls cannot be added to quick create forms:

• Sub-grids

• Quick View Forms

• Web resources

• IFRAMEs

• Notes

• Bing Maps

If you add a composite field to a quick create form, it will be displayed as separate fields.

To edit a quick create form

1. In the Navigation Pane, click or tap Settings > Customization > Customizations. Then click or tap Customize the System.

2. In the solutions explorer, expand the entity that you want and select Forms.

3. In the form list, double-click or tap a form where the Form Type is Quick Create.

4. Drag any fields from the Field Explorer into the sections in the form.

   See d53fed89-9cbc-4f1d-b5ef-044bfd34b02f#BKMK_EventHandlers for information about editing event handlers for form scripts.

5. When you are finished, click or tap Save and Close.

6. Publish customizations to see the modified form in the application.

See Also

Video: Microsoft Dynamics CRM 2013 Customization New Features - Quick Create Forms
Video: Microsoft Dynamics CRM 2013 Customization New Features - Quick Forms
Create and design forms
Use the form editor
Create and edit mobile forms
Create and edit quick view forms

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